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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,058 | $80,731+239.5% | $103,374+165.1% | $74,546+267.6% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 20.44% | 27.56%-7.1pp | 24.89%-4.4pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $4,024 | $3,158+27.4% | $3,869+4.0% | $2,624+53.3% |
| Participant deferral / active EE | $10,371 | $3,860+168.7% | $5,058+105.0% | $4,347+138.5% |
| Admin fee / account holder | $314 | $2,369-86.8% | $8,394-96.3% | $1,944-83.9% |